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Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
2626
WestHill Financial Advisors
California
$7.85M -$257K -1,476 -4%
SCP
2627
Shorepoint Capital Partners
Massachusetts
$7.84M -$846K -4,857 -11%
RA
2628
Riversedge Advisors
Delaware
$7.84M +$9.23K +53 +0.1%
WW
2629
Windle Wealth
Oklahoma
$7.83M -$95.8K -550 -1%
WF
2630
Wayfinding Financial
Washington
$7.82M -$49.7K -285 -0.7%
CRI
2631
Colonial River Investments
Virginia
$7.82M -$338K -1,942 -5%
HWM
2632
Heirloom Wealth Management
Colorado
$7.81M +$287K +1,646 +4%
AFA
2633
American Financial Advisors
Georgia
$7.81M -$214K -1,226 -3%
BSA
2634
Bull Street Advisors
Georgia
$7.8M -$128K -736 -2%
SCA
2635
Sandy Cove Advisors
Massachusetts
$7.79M +$838K +4,808 +14%
TAM
2636
Townsend Asset Management
North Carolina
$7.79M +$38.9K +223 +0.6%
PWM
2637
PBMares Wealth Management
Virginia
$7.78M -$26.3K -151 -0.4%
CA
2638
Cambridge Advisors
Nebraska
$7.77M -$1.87M -10,710 -21%
AA
2639
Alta Advisers
United Kingdom
$7.76M – – –
HGWM
2640
Horst & Graben Wealth Management
Oregon
$7.75M +$7.14K +41 +0.1%
TCPWM
2641
Traverso Chambers Private Wealth Management
California
$7.75M +$35.7K +205 +0.5%
VW
2642
Vance Wealth
California
$7.74M -$518K -2,971 -7%
DWM
2643
Denver Wealth Management
Colorado
$7.74M -$95.1K -546 -1%
AFC
2644
AFT Forsyth & Company
Florida
$7.71M -$195K -1,119 -3%
CCM
2645
Colorado Capital Management
Colorado
$7.71M +$112K +641 +2%
MAWA
2646
Moss Adams Wealth Advisors
Washington
$7.71M -$638K -3,660 -8%
SHFP
2647
Second Half Financial Partners
Florida
$7.71M +$1.97M +11,332 +40%
BIA
2648
Benchmark Investment Advisors
Illinois
$7.7M +$321K +1,843 +5%
TFF
2649
The Family Firm
Maryland
$7.69M -$73.7K -423 -1%
WWP
2650
WR Wealth Planners
Missouri
$7.69M +$150K +860 +2%
104 105
106
107 108